Cost & finance
Cost estimation
Build your estimate in groups and line items, with quantity and unit price or a fixed amount. Once reviewed, it’s approved as the baseline estimate and becomes the project’s budget. From then on, you track committed, invoiced, and forecast costs on the same line items.
30 days free · No long-term contract.
Groups, line items, and pricing
Organize line items into nested groups, with quantity, unit, and unit price or a fixed amount. Totals roll up group by group, and every estimate has its own currency and sales tax setting.
Approve, lock, and revise
Submit the estimate for review and approve it as the baseline estimate. It’s then locked. If it needs to change, you create a revision, and the history shows who approved it, when, and how the budget changed.
The estimate becomes the budget
Every priced line item becomes a budget item. The same table then shows original and current budget, approved change orders, committed, invoiced, estimate at completion, and variance for each line item.
Import
From spreadsheet to estimate
Choose an Excel or CSV file and pick which columns hold the code, description, quantity, unit, and price. The rows appear in a preview before anything is imported, and rows that can’t be read are listed by row number.
- Excel (.xlsx) and CSV, up to 15 MB
- Paste rows straight from your spreadsheet
- Export to Excel and CSV, or print
Cost estimation
Frequently asked questions
Anything else on your mind? We are happy to help.
Talk to usAdd line items one at a time, paste them from a spreadsheet, or import an Excel or CSV file and pick which columns hold the code, description, quantity, unit, and price. The rows appear in a preview before anything is imported.
Yes. A project can have several estimates of four kinds: baseline estimate, alternate estimate, working estimate, and forecast estimate. Every estimate has its own currency and sales tax setting.
It’s locked and becomes the project’s budget: every priced line item becomes a budget item. The same table then shows original and current budget, committed, invoiced, estimate at completion, and variance for each line item.
Yes, through a revision. The approved estimate stays as it is, and the change is made as Rev 1, Rev 2, and so on. The history shows who approved it, when, the budget before and after, and the reason given.
Yes. The estimate exports to Excel and CSV and can be printed from the browser.
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One project. One subscription. The entire platform included.
Your trial applies to your first own project and starts when that project is created. No card required. Afterwards, choose card or invoice to continue.
- 30 days free
- Unlimited participants
- No minimum term